FUSION SOLAR SMART PV SOLUTION SEBASTIAN MOHR HUAWEI
FusionSolar Smart PV Solution Exceed your profit targets through Digitalization Networking Higher Yields FusionSolar
Corporate Introduction & Smart PV Success Story So Far FusionSolar
Continuously Creating Values for Customers Achieving Sustainable Business Growth 2017H1 Revenue $41.8 Billion YoY increased by 15% 75.1 2011 Page 23 83 Countries Ranking in the Fortune Global 500 2017 180,000 80,000 Employees R&D employees 36 15 Joint innovation centers R&D centers 60.8 Billion USD 32.3 170 2017H1 41.8 46.5 35.4 2012 39.5 2013 2014 2015 2016 2017
Continuous Strong Investment in Innovation Billion USD Invested in total $10.99 Billion in 2016 Accounts for 14.6% of sales revenue Accumulated >$45 Billion in past 10 years Accumulated 57,632 pcs Chinese Patent Applications 10.99 39,613 pcs Overseas Patent Applications 9.18 90% of total are innovative patents 6.54 5.07 4.83 3.95 2.95 2.38 1.13 2006 Page 24 1.43 2007 1.87 2008 2009 2010 2011 2012 2013 2014 2015 2016
Providing Leading Solutions in Network Energy Products & Solutions Wireless Fixed Network Telecom Energy Carrier Business Core Network Telecom Software Data Center Energy Enterprise Business Network Energy Enterprise Network Smart PV Consumer Business IT Platform Development BMP/CP FusionSola r Cloud Smart Inverter 30~24,000A telecom energy Page 25 Module and container data center (1~800kVA UPS / 20~150kW air conditioner) Simple, Fully Digital, Automatic O&M Smart PV Solution 15~800W panel power /14~132W load point power/150~3000w customized power
Huawei GTS (Global Technical Service) is a Shared Platform Available for All Products, including Smart PV 170 Countries Netherland Germany UK Hungary 129 France Romania US Spare Parts Centers Russia Turkey Japan China Egypt Saudi Mexico 300 Nigeria Bahrain Kenya India Thailand Malaysia Philippines Global Warehouses Global Network Operation Center 22,000 Service Staff Page 26 Brazil Global Customer Experience Center Management Service Center Regional Management Center Australia
Huawei in Europe A Local ICT Provider in Europe Procurement Amount Sales Revenue 33 18 Countries R&D Sites 10.9 Billion USD 4.45 Billion USD 3.4 7.7 3.4 3.7 4 3.06 6.6 Page 27 11,000 1,900 Employees R&D employees 7 2 Training Centers Regional HQs 5.23 3.75 4.17 2011 2012 2013 2014 2015 2016 2011 2012 2013 2014 2015 2016
Huawei has a Proven Track Record With Stable Performances in Challenging Environments 4300 m Salt Mist Okinawa, Japan 50MW, Luhuo, China -20ºC, Extreme Cold Humid 20MW, Tongliao, China 100MW, Huzhou, China Page 28 Hot & Sandy 130MW, Golmud, China Hot 300MW, Haining, China
A Creative Look at the Solar PV Investment Challenges FusionSolar Page 29
FIT Reduction Pushes Investors to Seek Innovative Solutions With Lower LCOE CAPEX LCOE OPEX System Residuals Lifetime (25y) Accumulated Power Generation FIT Reduction Trends EUR cents / kwh Germany Page 30 France UK 30 20 10 0 2012 2013 2014 2015 2016
FusionSolar Smart PV Solution: A Simple, Fully Digital Solution with Automatic O&M Automatic O&M Simple Full Digital No Need for Patrol Accurate Fault Location Remote Smart O&M Fuseless Design Natural Cooling No Housing or DC Combiners Big Data Analysis Reliable Power Line Communication(PLC ) String Level Data Collection Data Processing Grid system Cloud Cloud Grid Connection Big Data Mining O&M Analysis System PV Plant Pipe Smart O&M Center Data Transmission Sub Station PV Plant Management System PV Array Fiber Ring Data Collection Device Module and Mounting Rack Page 31 Smart PV Controller Transformer Station SmartLogger
Eight Unique Innovations to Support to Lower LCOE 3 Natural Cooling 6 Huawei Patent Smart Anti-PID 4 Multi-level topology AC Wire No DC Combiners RS485 Power Motor Controller Control Box Hisilicon Chipsets No Fuses String-level Management 1 Page 32 2 Motor Angle Sensor Tracking System Integration 5 Precisely diagnose more than 21 Status (including 14 panel Power Line Communication(PLC) 7 Smart faults) I-V Curve Diagnosis 8
FusionSolar Smart PV Solution Contributes to a Lower System LCOE LCOE LEVELIZED COST OF ELECTRICITY CAPEX = 25-year OPEX 25-year Power Yields CAPEX OPEX Higher Yields 4. Multi-level Topology - - 5. Tracking System Integration - - 6. Smart Anti-PID - 7. Power Line Communication - - 8. Smart I-V Curve Diagnosis - 1. String-level Management 2. No DC Combiners & Fuses 3. Natural Cooling Total Page 33 - System Residuals
Values of FusionSolar Smart PV Solution Higher Yields Smart O&M 2% UP 50% higher efficiency Safe & Reliable 25 Years Reliability Page 34 Equivalent CAPEX Higher IRR
Smart O&M Smart O&M, OPEX Saving 6.91m in 25 years/100mw 0.1425 FusionSolar Smart PV Solution ( /W) Fuse 0.1099 Central Inverter Solution ( /W) 0.0758 Air Filter 0.0734 Circuit board 0.0543 0.0417 Smart Inverter 0.0292 Cooling Fans 0.0076 0.0107 0 Spare parts guarantee Diagnosis and repair Central Inverter >50 Types Screen SPD Module Ventilation System FusionSolar Smart PV Solution Central Inverter Solution None Necessary for vulnerable components Included in 10/15/20 years warranty extension. 2 BD Guaranteed, easy to replace Much more complex Professional expertise, no guarantee of resolution time OPEX Savings: 6.91 cents/w Page 35 Switch Capacitors 5 years 10 years 15 years 20 years 25 years Maintenance Power Module
Safe & Reliable Verified by TÜV Excellent Inverter Performance and Operation 590MW, Golmud, China Inverter Model Installed Volume MW COD Running days Annual failure rate Availability Station phase Ⅱ SUN2000-20KTL 200 sets 4 17th Dec 2013 963 days 0.189% 99.998% Station phase Ⅲ SUN2000-28KTL 4939 sets 130 27th Dec 2014 583 days 0.252% 99.996% Station phase Ⅳ SUN2000-40KTL 1790 sets 60 11th Jan 2016 207 days 0.390% 99.996% Station phase Ⅴ SUN2000-50KTL 700 sets 30 1st Jun 2016 / / / Page 36
Equivalent CAPEX CAPEX Saving 1.13 cents/w (Excluding Transformers and Inverters) FusionSolar Smart PV Solution 2.5MWac / Array Central Inverter Solution 2.5MWac / Array Item DC Combiner /W 0.0088 Outdoor Inverter Inverter Transformer Station DC Distribution Included Item AC Box /W Component 0.0016 0.0088 0.0016 Huawei Smart Inverter Transformer Station -- Transformer -- 0.0089 Cable PLC Module 0.007 MV Switchgear Cables 0.0089 Cables 0.0070 Foundation of Inverter Transformer Station 0.0027 Foundation of Transformer Station 0.0003 Inverter and Transformer Installation 0.0001 Inverter Installation 0.0007 Labor related to DC Combiner & Cables 0.0025 Labor related to AC Box & Cables 0.0021 Total 0.0230 Total 0.0117 0.0053 0.0031 Central Inverter Solution( /W) Price difference: 1.13 cents/w Page 37 Labor & Installation
Specifications of SUN2000-60KTL-HV-D1-001 Efficiency Max. Efficiency European Efficiency 99.0% 98.8% Input Max. Input Voltage Start Input Voltage Min. Operating Voltage MPPT Operating Voltage Range Rated Input Voltage Max. Number of Inputs Number of MPP Trackers 1,500 V 650 V 600 V 600 V ~ 1,450 V 1,080 V 8 4 Output Rated AC Active Power Max. AC Apparent Power Rated Output Voltage Rated Output Current Rated AC Grid Frequency Max. Output Current Adjustable Power Factor Max. Total Harmonic Distortion SUN2000-60KTL-HV-D1-001 Page 38 General Dimensions W H D Weight Operation Temperature Range Max. Operating Altitude Without Derating Relative Humidity Protection Rating 60,000 W 66,000 VA 800 V, 3WPE 43.3 A 50 Hz / 60 Hz 48 A 0.8 LG... 0.8 LD 3% 930 600 270 mm (36.6 23.6 10.6 inches) 60 kg (132 lb.) -25 C ~ 60 C (-13 F ~ 140 F) 4,000 m (13,123 ft) 0 ~ 100% IP65
Specifications of SmartLogger2000 Device Management Max. Number of Manageable Devices 200 Max. Number of Manageable Smart Inverters 150 Communication Interface Electrical Ethernet Optical Ethernet (optional) RS485 PLC Digital / Analog Input / Output 3rd Party Monitoring Compatibility 2, 10 / 100 Mbps SFP 2, 100 Mbps COM 6, 4800 / 9600 / 19200 bps PLC 1, 115.2 kbps DI 8, DO 3, AI 7, AO 4, PT100/1000*2 ETH Solar-Log, Meteocontrol, Skytron, etc. Communication Protocol Ethernet MODBUS-TCP, IEC 60870-5-104 RS485 MODBUS-RTU, IEC 60870-5-101/103 Environment SmartLogger2000-40 ~ 60 (-40 F ~ 140 F) Storage Temperature -40 ~ 85 (-40 F ~ 185 F) Relative Humidity (Non-Condensing) 5% ~ 95% Operating Altitude 0 ~ 4,000m (0 ~ 13,123 ft.) General Page 39 Operating Temperature Adapter Power Supply 100 Vac 240 Vac 50Hz / 60Hz Power Consumption Min. 8W, Max. 15W Dimensions (W/H/D) 350 Weight 3.8 kg (8.4 lb.) 170 44 mm (13.8 6.7 1.7 inches)
Always Available for Highest Yields Higher Yields Smart O&M Safe & Reliable Copyright 2015 Huawei Technologies Co., Ltd. All Rights Reserved. The information in this document may contain predictive statements including, without limitation, statements regarding the future financial and operating results, future product portfolio, new technology, etc. There are a number of factors that could cause actual results and developments to differ materially from those expressed or implied in the predictive statements. Therefore, such information is provided for reference purpose only and constitutes neither an offer nor an acceptance. Huawei may change the information at any time without notice. Page 40